David Rolfe - Wedgewood Partners 13F Activity & Position Changes (Q3 2014)
As of Sep 30, 2014, the Wedgewood Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2014, the filing reported:
New Buys - None reported
Increases - Berkshire Hathaway Inc. New, Cummins Inc., Cognizant Technology Solutions , LKQ Corporation, QUALCOMM Incorporated, and 2 more
Reductions - Apple Inc.
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2014
|
AAPL
Apple Inc.
|
Sell |
-1,148,034
|
|
Q3 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+186,103
|
|
Q3 2014
|
CMI
Cummins Inc.
|
Buy |
+159,595
|
|
Q3 2014
|
CTSH
Cognizant Technology Solutions
|
Buy |
+1,850,129
|
|
Q3 2014
|
LKQ
LKQ Corporation
|
Buy |
+2,970,927
|
|
Q3 2014
|
QCOM
QUALCOMM Incorporated
|
Buy |
+1,739,291
|
|
Q3 2014
|
SLB
Schlumberger N.V.
|
Buy |
+138,449
|
|
Q3 2014
|
SRCL
Stericycle, Inc.
|
Buy |
+135,802
|